Legal & General Group Portfolio holdings
Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$206M |
| 2 |
Amazon
AMZN
|
+$145M |
| 3 |
Prologis
PLD
|
+$142M |
| 4 |
Alibaba
BABA
|
+$141M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$91.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Trane Technologies
TT
|
+$221M |
| 2 |
Apple
AAPL
|
+$193M |
| 3 |
WCG
Wellcare Health Plans, Inc.
WCG
|
+$111M |
| 4 |
LPT
Liberty Property Trust
LPT
|
+$105M |
| 5 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
+$25.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.15% |
| 2 | Healthcare | 13.97% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Tenable Holdings
TENB
$4.01B
| $17.1M | 0.01% |
694,937
+62,470
| +10% | +$1.55M |
|
|
LSXMA
777
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $17M | 0.01% |
742,789
+12,309
| +2% | +$389K |
|
778
Reliance Steel & Aluminium
RS
$21.6B
| $17M | 0.01% |
193,591
-3,387
| -2% | -$361K |
|
779
Bio-Techne
TECH
$11.3B
| $16.9M | 0.01% |
356,372
+2,644
| +0.7% | +$132K |
|
|
SWI
780
DELISTED
SolarWinds Corporation Common Stock
SWI
| $16.7M | 0.01% |
858,892
+92,331
| +12% | +$1.71M |
|
781
Mitek Systems
MITK
$835M
| $16.6M | 0.01% |
2,127,531
+645,726
| +44% | +$5.49M |
|
|
JBTM
782
JBT Marel
JBTM
$6.39B
| $16.6M | 0.01% |
177,567
+6,963
| +4% | +$697K |
|
|
PSB
783
DELISTED
PS Business Parks, Inc.
PSB
| $16.5M | 0.01% |
121,737
+10,275
| +9% | +$1.6M |
|
784
Acadia Realty Trust
AKR
$2.84B
| $16.5M | 0.01% |
1,328,323
+205,303
| +18% | +$4.64M |
|
785
A10 Networks
ATEN
$1.93B
| $16.4M | 0.01% |
2,369,792
+294,880
| +14% | +$1.88M |
|
|
ZIXI
786
DELISTED
Zix Corporation
ZIXI
| $16.4M | 0.01% |
2,407,359
+490,103
| +26% | +$3.3M |
|
787
Encompass Health
EHC
$12.4B
| $16.4M | 0.01% |
321,572
+7,351
| +2% | +$424K |
|
788
Toro Company
TTC
$9.49B
| $16.3M | 0.01% |
249,968
+3,609
| +1% | +$274K |
|
789
iShares MSCI Taiwan ETF
EWT
$10.7B
| $16.2M | 0.01% |
490,581
+23,300
| +5% | +$886K |
|
|
TECD
790
DELISTED
Tech Data Corp
TECD
| $16.2M | 0.01% |
123,592
+861
| +0.7% | +$119K |
|
791
Manhattan Associates
MANH
$11.4B
| $16.1M | 0.01% |
255,692
+4,315
| +2% | +$311K |
|
|
IRBT
792
DELISTED
iRobot
IRBT
| $16M | 0.01% |
341,295
-60,516
| -15% | -$2.9M |
|
793
Erie Indemnity
ERIE
$13.2B
| $16M | 0.01% |
107,796
+732
| +0.7% | +$118K |
|
794
Ciena
CIEN
$58.4B
| $15.9M | 0.01% |
400,591
+98
| +0% | +$4.02K |
|
|
SINA
795
DELISTED
Sina Corp
SINA
| $15.9M | 0.01% |
500,547
+12,536
| +3% | +$461K |
|
|
MOBL
796
DELISTED
MobileIron, Inc.
MOBL
| $15.7M | 0.01% |
3,362,809
+1,130,330
| +51% | +$4.85M |
|
|
NUAN
797
DELISTED
Nuance Communications, Inc.
NUAN
| $15.6M | 0.01% |
902,757
-138,832
| -13% | -$2.71M |
|
798
Hubbell
HUBB
$27.2B
| $15.6M | 0.01% |
135,771
+3,208
| +2% | +$433K |
|
|
EV
799
DELISTED
Eaton Vance Corp.
EV
| $15.5M | 0.01% |
481,787
+22,622
| +5% | +$960K |
|
800
Omnicell
OMCL
$1.68B
| $15.5M | 0.01% |
213,486
-11,768
| -5% | -$938K |
|
Similar funds
Legal & General Group's Q1 2020 Portfolio in Review
As of Q1 2020, Legal & General Group held 3,393 positions worth $171B, down 19% from $210B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Trading was light in Q1 2020: portfolio turnover was 1.9%. Legal & General Group opened 25 new positions and exited 38, leaving the 3,393-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2020 buy was CrowdStrike: 3,221,840 shares worth $40.9M.
- Legal & General Group added most to Microsoft in Q1 2020, an estimated $206M increase.
- Legal & General Group's biggest Q1 2020 reduction was Trane Technologies, cutting an estimated $221M.
- Legal & General Group fully exited Wellcare Health Plans, Inc. in Q1 2020, selling an estimated $111M.
- Legal & General Group's ten largest holdings make up 20% of its $171B portfolio in Q1 2020.
- Legal & General Group opened 25 new positions and closed 38 in Q1 2020.
- Legal & General Group's portfolio value fell 19% quarter-over-quarter to $171B.
Based on Legal & General Group's 13F filing for Q1 2020, filed 14 May 2020.